Institutional Ownership Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Mid (PTMC). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 8.01 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
9,149
shares
|
$318,476
0.0% of portfolio
|
Q1 2025
Reduced 28.76%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
8,998
shares
|
$313,220
0.31% of portfolio
|
Q1 2025
Added 22.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,401
shares
|
$222,818
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
6,175
shares
|
$214,951
0.02% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,134
shares
|
$213,524
0.0% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,272
shares
|
$148,708
0.0% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,049
shares
|
$106,135
0.0% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,865
shares
|
$99,730
0.16% of portfolio
|
Q3 2022
Reduced 14.07%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,111
shares
|
$73,483
0.03% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,883
shares
|
$65,547
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,386
shares
|
$48,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,366
shares
|
$47,550
0.0% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,028
shares
|
$35,784
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
959
shares
|
$33,382
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
928
shares
|
$32,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
900
shares
|
$31,329
0.0% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
868
shares
|
$30,215
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
748
shares
|
$26,037
0.0% of portfolio
|
Q1 2025
Reduced 38.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
643
shares
|
$22,382
0.0% of portfolio
|
Q2 2020
Added 26.6%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
386
shares
|
$13,436
0.0% of portfolio
|
Q1 2023
Reduced 5.16%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
228
shares
|
$7,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
193
shares
|
$6,718
0.0% of portfolio
|
Q1 2025
Reduced 35.02%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
192
shares
|
$6,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
12
shares
|
$417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2025
New holding
|